Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annetta? Claim Your ProfileAnnetta Lynn Carter is an investment advisor representative with Impact Partnership Wealth, LLC. Annetta is a registered investment advisor in Texas. Annetta has been in the industry for over 30 years and has a strong track record of providing financial advice to individuals and businesses. Annetta specializes in financial planning, portfolio management, and insurance. Annetta has a Series 6, Series 7, and Series 65 licenses. Annetta is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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GA
03/07/2024 - Present
Impact Partnership Wealth, LLC (MARIETTA GA)
TX
01/28/2009 - 06/06/2012
SECURIAN FINANCIAL SERVICES, INC. (TYLER TX)
TX
05/24/1999 - 01/16/2009
PRUCO SECURITIES, LLC. (TYLER TX)
MA
10/26/1992 - 05/10/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/26/1992 - 05/10/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 02/08/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/23/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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